Position in WFC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$678,143
+$62,440 QoQ
Shares Held
8,206
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,602
of 2,858 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EQUITABLE TRUST CO holds $44,043,668 across 6 Banks - Diversified names. WFC ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,179 | $18,716,401 | |
| 2 | BAC |
Bank Of America Corp /De/
|
275,949 | $15,723,573 | |
| 3 | C |
Citigroup Inc
|
35,504 | $4,969,139 | |
| 4 | UBS |
UBS Group AG
|
74,386 | $3,686,570 | |
| 5 | WFC |
Wells Fargo & Company/Mn
This page
|
8,206 | $678,143 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,866 | $269,842 |
All Filings in WFC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,143 | 8,206 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $615,703 | 7,734 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $731,247 | 7,846 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $657,651 | 7,846 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,210,190 | 27,586 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,856,991 | 25,867 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,680,421 | 23,924 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,111,835 | 19,682 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,189,877 | 20,035 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,036,034 | 17,875 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $908,403 | 18,456 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $351,600 | 8,605 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $351,768 | 8,242 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $557,111 | 14,904 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $620,134 | 15,019 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $647,943 | 16,110 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $418,726 | 10,690 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $621,014 | 12,815 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $438,296 | 9,135 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $202,718 | 4,368 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $220,471 | 4,868 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $209,727 | 5,368 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $209,595 | 7,303 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||